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LifePlan Investment Advisors, Inc.: SCHE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LifePlan Investment Advisors, Inc. on SCHE, newest first. How the timeline and the estimate are built.

LifePlan Investment Advisors, Inc. held 173,074 SCHE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 173,074 shares
    Change vs previous 13F -3,283 shares

    2.16% of the 13F portfolio, value $6,275,658.

    13F-HR 0001214659-26-009887 filed by LifePlan Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 176,357 shares
    Change vs previous 13F +1,140 shares

    2.28% of the 13F portfolio, value $5,810,952.

    13F-HR 0001214659-26-006150 filed by LifePlan Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 175,217 shares
    Change vs previous 13F +877 shares

    2.34% of the 13F portfolio, value $5,738,346.

    13F-HR 0001214659-26-001314 filed by LifePlan Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 174,340 shares
    Change vs previous 13F -5,626 shares

    2.44% of the 13F portfolio, value $5,817,713.

    13F-HR 0001214659-25-016403 filed by LifePlan Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 179,966 shares
    Change vs previous 13F -2,506 shares

    2.69% of the 13F portfolio, value $5,424,164.

    13F-HR 0001214659-25-012141 filed by LifePlan Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 182,472 shares
    Change vs previous 13F +4,428 shares

    2.89% of the 13F portfolio, value $5,030,766.

    13F-HR 0001214659-25-007440 filed by LifePlan Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 178,044 shares
    Change vs previous 13F -4,760 shares

    2.93% of the 13F portfolio, value $4,741,324.

    13F-HR 0001214659-25-002747 filed by LifePlan Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 182,804 shares
    Change vs previous 13F not available

    3.41% of the 13F portfolio, value $5,334,207.

    13F-HR 0001214659-25-001062 filed by LifePlan Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).